Geo Chen
· Fidenza Macro
· March 25, 2026 at 04:40
· ⏱ 3 min read
| Read on Substack ↗
Summary
The author reports on a 14-point ceasefire proposal presented to Iran by the White House. Markets have reacted with a slight recovery on hopes of a deal, but the situation remains an unstable equilibrium pending Iran's full response.
•The White House has presented a 14-point list of conditions to Iran to secure a ceasefire.
•Financial markets have shown a slight recovery on the news, indicating optimism for a potential deal.
•The situation is described as an unstable equilibrium, as the outcome depends on Iran's response.